How to Attach Time Logs, Fees, or Expenses to an Invoice

Metric allows users to attach time logs, fees, or expenses to an invoice without adding new line items (if you need to add new line items based on time logs, fees, or expenses, take a look at this article).

Objects already attached to an invoice can't be invoiced via another invoice.

• How to See What is Attached to an Invoice
• Attach Time Logos, Fees, Expenses to Invoice

How to See What is Attached to an Invoice

1. Open an Invoice, click the Edit button.
   
   
2. Scroll down to the Attached section.
   
   
3. Expand it to see the details.
   
   

The attached section contains all objects (time logs, expenses, and fees) that are attached to the invoice. You can unattach an object from an invoice by removing it, but a line item that was generated from the object will not be changed. However, if you remove a line item, then the objects attached to the line item will be unattached as well.

Attach Time Logs, Fees, Expenses to Invoice

1. Open an Invoice and click the Edit button.
   
   
2. Scroll down to the Attached section.
   
   
3. Expand it.
   
   
4. Click the ATTACH MORE button.
   
   
5. Select the objects to be attached.
   
   The Attach More form contains all time logs, fees, and expenses from the Project (or the client if the invoice was created on the client level) filtered by date.
   
   
   • You can change the dates in Date Range Picker to filter for a specific date or date range.
     
     
   • The Object column shows the type of object (time log, fee, or expense).
     
     
   • The Attached To column shows if an object has already been attached to an invoice. The object already attached to an invoice can't be attached to other invoices.
     
     
   • The Status column shows the status of a time log or an expense (draft, submitted, approved, or rejected). Objects with any status can be attached to the invoice.
     
   • You can use different sorting and filtering parameters (i.e., Object, Project, Employee, Task, or via Search) on the list.
     
     
   • Click the Select All button to select all objects that are presented after filtering. Click the Unselect All button to unselect all objects.
     
     
6. Click the Attach Selected button to attach all selected objects.
   
   
7. Click the Save button to apply your changes.

Note: The objects attached to an invoice this way are attached directly to the invoice instead of being attached to a line item. This means that these objects will be attached to the invoice even if you remove all line items. However, you still can unattach an object from an invoice by removing it in the attached invoice section.